Ability to save changes to a document under the client contact without uploading again
Once a document is uploaded to the client contact and retrieved for viewing. Any changes to the document cannot be saved to the existing document without saving to the desktop and re-uploading. It would be helpful to have the changes saved to the document without first saving to desktop and uploading the document again.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Rebecca Teal commented
Allow updates to be made to spreadsheets that are hung in Redtail for the purpose of live updates as opposed to making the update on the users computer and having to upload the new version to Redtail.
Katie Breiner commented
Since the documents section of CRM is not compliant, why not make it a working folder where if I upload an excel, my teammate can access it, make changes and save easily (without having to download, change, save to desktop, delete old document in RT, save new "changed" document to RT.) Then once the project is complete, move it to Redtail imaging for archiving and compliance purposes.